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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,459 | $108,285-93.1% | $77,552-90.4% | $158,982-95.3% |
| Participation rate | 6.3% | 64.4%-58.2pp | 54.2%-47.9pp | 82.0%-75.7pp |
| Annual return | 20.32% | 31.69%-11.4pp | 54.82%-34.5pp | 302.99%-282.7pp |
| Employer contribution / active EE | $43 | $1,325-96.7% | $987-95.6% | $4,763-99.1% |
| Participant deferral / active EE | $171 | $2,455-93.0% | $1,861-90.8% | $5,983-97.1% |
| Admin fee / account holder | $917 | $3,709-75.3% | $2,859-67.9% | $11,252-91.9% |